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The 5 Filing Statuses - Get it Right!

The first step to maximizing your tax refund - and possibly keeping the IRS at bay - is to use the correct filing status on your tax returns. If only it were as simple as choosing Single or Married. But alas, there are a whopping five (5) filing stat... read more

Jumpstart Your Taxes: Get Ready for Tax Time!

Be prepared and make tax preparation a breeze! Imagine how beneficial and stress-free it would be to not rush around last minute gathering your tax info. You can begin by making a list of what's changed since last year and gather your supporting docu... read more

Last Minute Tax Tips & Money Strategies!

The end of the year is more than just holidays, great food, and family! It’s also the perfect time to make smart money decisions, take action to reduce your tax liability and give yourself peace of mind! The following links are filled with tips and s... read more

estimated taxes

Turbo Tax 2024 has not applied my 2023 overpayment that is shown on line 36 of my 1040-SR to my estimated taxes.. My line 35a also shows 0. On the Summary page, it shows the Total Tax correctly as well as the Refund Applied to ES Tax, but the total a... read more

should i try another way other than email verification to file my taxes? I don't know what my backup email is and just want to pay and file.

California taxes and the military

My son's state residence is California, yet he is stationed in Virginia. Does he still have to pay California taxes? If not, where in Turbotax would he indicate that is is stationed out of state?

Dropping support for WIndows 10 for Turbotax 2025

Hello to the corporate big wigs: I have been a loyal user of Turbo Tax software for past 28 years and have introduced this software to umpteen number of colleagues, clients and friends. Over this period of time I feel that the product is becoming mor... read more

If I got a new computer and my Turbotax files from past years are no longer on my new desktop, can I retrieve them?

All but 2024 were done with a CD. Is there a way I can get them again from Turbotax?

Moving TTax files from Win10 to new Win 11 computer

I have TurboTax Home & Business for 2024 and several prior years installed on my Windows 10 desktop computer. I am purchasing a NEW computer with Windows 11 on it, i.e., I'm NOT upgrading the old computer from Windows 10 to Windows 11. Please provide... read more

Taxable status of reimbursements from Estate

For the last 20 years, my wife and I managed the property in Pennsylvania, left by her mother for the use of the siblings. This included real estate taxes, utilities and major physical repairs. For the first 4 years I requested the other siblings con... read more

I accidentally paid what I owed the IRS twice. How do I get a refund on what I overpaid?

When I efiled my taxes, I set up a date to have what I owed withdrawn from my checking account. I then decided to pay that amount with a credit card thinking the IRS would not withdraw the amount. However, they did withdraw the amount. How can I get ... read more

Spouse began a new job in Texas 5/6/25, we bought a house on 7/18/25. TT tutorial said new job start date is the new residency date. What is the law/proof for that?

New Employer deducted KY taxes the whole year, and now have requested an amended W2 by the KY State to receive our full refund (He was in hotels while working in TX) and employer needs Form 740 instructions.

Dissolution of Llc same year it opened

I opened an llc and closed it 2 months later, I had no income. My fiancee and I are the members listed. Do I need to file a return for the company or can I do a SCH C for it even if we have 2 members? If so, should it be in both or just one of the re... read more

HELP - Filing tax - F1 student with 0 income - non-resident alient

My friend is a full-time student on F1 visa who came to the US in 2024 and has 0 income for the year 2024. When looking for online resources on how to file taxes, she learned that even to file a tax with 0 income, she needs an ITIN. Since she did not... read more